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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,095 | $91,179+26.2% | $178,499-35.5% | $79,852+44.1% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 14.91% | 24.19%-9.3pp | 151.10%-136.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $3,511 | $3,256+7.8% | $5,011-29.9% | $2,471+42.1% |
| Participant deferral / active EE | $7,122 | $3,236+120.1% | $5,202+36.9% | $3,740+90.4% |
| Admin fee / account holder | $1,643 | $6,749-75.7% | $13,986-88.3% | $5,306-69.0% |